Segment Wealth Management’s Carlyle Group CG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $514K | Hold |
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|
2025
Q2 | $421K | Hold |
|
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|
2025
Q1 | $357K | Hold |
|
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|
2024
Q4 | $414K | Hold |
|
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|
2024
Q3 | $353K | Hold |
|
|||||
|
2024
Q2 | $329K | Hold |
|
|||||
|
2024
Q1 | $385K | Hold |
|
|||||
|
2023
Q4 | $334K | Hold |
|
|||||
|
2023
Q3 | $247K | Hold |
|
|||||
|
2023
Q2 | $262K | Hold |
|
|||||
|
2023
Q1 | $255K | Hold |
|
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|
2022
Q4 | $245K | Hold |
|
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|
2022
Q3 | $212K | Hold |
|
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|
2022
Q2 | $260K | Hold |
|
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|
2022
Q1 | $401K | Buy |
|
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|
2018
Q2 | – | Sell |
|
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|
2018
Q1 | $673K | Hold |
|
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|
2017
Q4 | $722K | Buy |
|
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|
2017
Q3 | $700K | Buy |
|